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Ryosuke Ellis

China Tightens Tungsten Exports, Ferrari Races Amid Tariff Threats, and Le Pen Fuels French Budget Crisis

China Tightens Tungsten Exports, Ferrari Races Amid Tariff Threats, and Le Pen Fuels French Budget Crisis

China tightens tungsten export controls, impacting global supply chains; Ferrari remains resilient amid U.S. tariff threats affecting the auto industry; Marine Le Pen escalates France's budget standoff, threatening government stability; Chinese stocks rally on stimulus expectations.

US Economic Strength, OPEC+ Delays, FTC Probes, and Trump-Zuckerberg Meeting Stir Headlines

US Economic Strength, OPEC+ Delays, FTC Probes, and Trump-Zuckerberg Meeting Stir Headlines

Today's highlights include the US economy showcasing resilience in Q3, OPEC+ postponing key decisions amid market uncertainties, the FTC intensifying scrutiny on giants like Microsoft and Uber, and a surprising Trump-Zuckerberg dinner sparking widespread speculation.

Toyota: Engine of Revenue Growth Has Finally Stalled

We rate Toyota (TM) as a 'Hold' and recommend investors exercise caution while monitoring the impact of production challenges and tariffs on the company’s performance.

Israel-Hezbollah Truce, Fed Rate Cut Signals, and China's Military Turmoil

Israel-Hezbollah Truce, Fed Rate Cut Signals, and China's Military Turmoil

Trump’s new economic team and their aggressive trade policies, a US-brokered cease-fire between Israel and Hezbollah, the Fed’s cautious approach to rate cuts, and corruption scandals disrupting China’s military leadership.

LATAM Airlines (NYSE: LTM): Restructured, Recovered, and Ready to Fly Higher

LATAM Airlines (NYSE: LTM): Restructured, Recovered, and Ready to Fly Higher

We analyzed LATAM Airlines (LTM) post-NYSE relisting in July 2024 and found strong growth, fleet expansion, solid financials, and potential upside as key reasons to buy. We rate LTM as OUTPERFORM.

Israel-Hezbollah Truce, Hong Kong Financial Scrutiny, Xiaomi's Chip Ambitions, and Market Reactions

Israel-Hezbollah Truce, Hong Kong Financial Scrutiny, Xiaomi's Chip Ambitions, and Market Reactions

Trump’s tariff threats, Tesla’s exclusion from California EV credits, progress on an Israel-Hezbollah ceasefire, Hong Kong’s financial scrutiny, and Xiaomi’s bold chip ambitions.

General Motors: Potential Challenges Impacting Operating Margins, Shareholder Returns

We rate General Motors (GM) as a 'Hold' and recommend investors stay cautious, monitoring the impact of tariffs and rising costs on its operations.